Confluence Wealth Services, Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 52,310 shares of JVAL stock, worth $2.47 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
52,310
Previous 52,305 0.01%
Holding current value
$2.47 Million
Previous $2.17 Million 6.79%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$36.14 - $44.23 $180 - $221
5 Added 0.01%
52,310 $2.31 Million
Q1 2025

Apr 24, 2025
SELL
$40.87 - $45.28 $14,917 - $16,527
-365 Reduced 0.69%
52,305 $2.17 Million
Q4 2024

Jan 27, 2025
BUY
$42.95 - $45.72 $816 - $868
19 Added 0.04%
52,670 $2.28 Million
Q3 2024

Oct 29, 2024
BUY
$39.66 - $43.57 $10,589 - $11,633
267 Added 0.51%
52,651 $2.29 Million
Q2 2024

Jul 31, 2024
BUY
$39.18 - $41.6 $10,461 - $11,107
267 Added 0.51%
52,384 $2.14 Million
Q1 2024

Apr 22, 2024
BUY
$37.71 - $41.62 $490 - $541
13 Added 0.02%
52,117 $2.17 Million
Q4 2023

Jan 25, 2024
BUY
$32.85 - $38.78 $1.71 Million - $2.02 Million
52,104 New
52,104 $2.01 Million
Q1 2022

Apr 26, 2022
SELL
$35.16 - $38.97 $57,240 - $63,443
-1,628 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$35.72 - $38.56 $58,152 - $62,775
1,628 New
1,628 $62,000

Others Institutions Holding JVAL

# of Institutions
150
Shares Held
9.99M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S VALUE FA

JVAL Quotes by TradingView
  • Ticker JVAL
  • Sector ETFs
  • Industry ETFs
More about JVAL
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